Thanksgiving message – New Video!
The DwyerStrategy team would like to wish you a very Happy and safe Thanksgiving, plus a brief market message...
Read MoreBrief comment on ramp – New Video!
Our economic recovery theme has become very consensus. The time to add exposure as we passed the first speed bump in the September Swoon or Into the Whoosh in late…
Read MoreThe return of the dove
President-elect Biden has started picking his team, and it appears his choice for Treasury Secretary is none other than the former Fed Chair Janet Yellen. We see this as a…
Read MoreNot rushing to go nowhere…New Video
The market continues to consolidate the gains following the vaccine news over last two weeks.
Read MoreThe answer is yes
There are three major factors affecting the sentiment and creating market chop following the near-10% S&P 500 (SPX) ramp off the late October whoosh: (1) Covid-19 2nd wave, (2) Georgia…
Read MoreConsolidation discussion – New Video!
I wanted to take a couple minutes to discuss what helps define a market pause vs. something more dire...
Read MoreHuman nature chop – New Video!
The market has responded to the great vaccine news, but that could create a VERY near-term period of chop.
Read MoreTactical indicators reinforce patience
The economic recovery investment theme that seemed impossible less than a month ago as we approached the election and possible Covid-19 2nd wave has now become consensus as news on…
Read MoreBrief macro view – New Video!
Our economic recovery theme has become consensus, which means it is still due to pause as highlighted on 11/11 last week.
Read MoreLate week thoughts on digestion – New Video!
I wanted to add a bit of perspective on our view given week's volatility...
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